More payout data for accounting purposes | Voters

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More payout data for accounting purposes

planned

Max Friedman

For accounting purposes, it can be helpful to know which donations are associated with each payout and campaign's/account's starting + ending balances.

Note: This can be a big challenge if donations are refunded or otherwise changed after the payout is made.

September 10, 2019

Tori Meglio

Merged in a post:

Transactions matching up with payouts

Liz DeCecco

It would be great if a transaction filter option would be to show just the transactions that are included with a certain payout.

(Right now, I download all of the transactions starting from the date where the last one left off, which was usually the middle of the day, and then see how far back I need to go to get to the payout amount, and then delete the others that aren't included.) Thanks and keep up the awesome work!

November 16, 2020

TIffany Crumpton

The ability to show which transactions were included in each payout is crucial for our finance team and our audit process. Looking forward to seeing this update soon.

Kait Cogswell

Include the ability to see fees associated with each payout in addition to fees incurred for the entire campaign.

Liran Cohen

marked this post as

planned

Pamela Rath

We are really looking forward to this update. When is the planned rollout of this feature?

Liran Cohen

marked this post as

in progress

Katy Motsinger

DEFINITELY need this! So glad to hear it's on the planning board. We have to have this detail to reconcile with our financials.

Liran Cohen

marked this post as

planned

Liran Cohen

Merged in a post:

Check off already processed gifts

Sue Vanlaningham

It would be helpful to check off the gifts which have been paid out/processed so that at a glance, I can tell which ones are "done" and which ones still need to be added to my financial softward.

May 25, 2020

July 21, 2020

Sue Vanlaningham

The more contributions we receive through Givebutter, the mor confusion over which ones have processed in our financial software and which have not. A simple checkbox next to each transaction would help so much!! Please consider!!

Liran Cohen

@Sue Vanlaningham: Hi Sue - thank you for the suggestion, this is a great idea and this feature is planned for later this year :) We'll keep you posted on any updates.

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